A new feature landed in preview last week which is something that has been a big ask of Microsoft for many years, multi-table lookups, otherwise known as polymorphic relationships. What are polymorphic relationships and how can they help you? A polymorphic relationship lookup allows you to specify more than one type of Dataverse table to… Continue reading Using Multi-table lookups (polymorphic relationships) in Microsoft Dataverse
A little know feature of Dataverse is the ability to manage multiple currencies. This is one of the many standard features of Microsoft Dynamics 365 that is also available when building your own Power Apps based on Dataverse. A while back I posted a blog called Guide to Currencies in the Common Data Service (Note that… Continue reading Updating Currency Exchange Rates in Dataverse (including Dynamics 365)
Despite all the cool stuff you can do with the Power Platform, one of my most popular blog posts is Set Up Your Workstation to Create SQL Server Reporting Services Reports for Dynamics 365. The post was likely popular because there were different components in the setup process and Microsoft never did a great job… Continue reading Set Up Your Workstation to Create SSRS Reports for Dataverse, Model-Driven Power Apps and Dynamics 365
I was working on a project the other day and the requirement was for a user of a Model-driven Power App to go through a series of steps to approve an application with a number of data points. I am not the biggest fan of Business Process Flows, (BPFs) but I felt that it did… Continue reading How to trigger Power Automate flows from Model-Driven Power App Business Process Flows (and get a response!)
If you are like me, chances are you have been using the new Power Apps maker portal to create new model-driven Power Apps or to modify Dynamics 365 apps. By default, I like to go to https://make.preview.powerapps.com instead of https://make.powerapps.com as I can see new and upcoming preview features and try them out. If something… Continue reading Hello Tables, Columns and Choices. Goodbye Entities, Fields and Options. Getting ready for new names in the Power Platform
This is a reference post for another blog post I am working on. I figured it would be a good as standalone post as well. Power Automate has opened up a whole new world of connectors and APIs that would traditionally have been reserved for professional developers. A great use case for Power Automate calling… Continue reading Get Geo Co-ordinates from Address values in Common Data Service Records
Summary You don’t necessarily need to buy Dynamics 365 (Dynamics CRM) licenses to get the CRM functionality you need. Power Apps and the Common Data Service have the components to build a simple CRM app that looks and operates *exactly* like Dynamics CRM (without the features that you don’t need) Dynamics 365 is a Power… Continue reading You likely don’t need Dynamics CRM. You need a Power App.
In order to be successful with a career in technology, you must constantly be learning. This may involve reading, taking classes or watching videos. Not only about the Power Platform or Dynamics 365 but learning about other technology stacks and methods, and thinking about how to apply them to your projects. One week ago I… Continue reading Low-code method to surface data from the Common Data Service (Dynamics 365) on a public webpage. NOT using a Portal.
It wasn’t really my intention to start blogging about currency fields and functionality in Power Apps. If you have been following along, last week I posted about how currency fields work in CDS. If you read my posts primarily for content around Power Apps Portals, then I suggest you check out CRM Tip of the… Continue reading Mass Edit Currency Fields in Model-Driven Power Apps (including Dynamics 365)
A few years back I wrote a blog post on how currencies worked in Dynamics CRM. This was before the Power Platform and the concept of model-driven Power Apps, but essentially, Dynamics CRM was a model-driven Power App. The question came up recently on a Power Apps forum (Facebook, I think) and I realized there… Continue reading Guide to Currencies in the Common Data Service